20 Best & Worst Tax States
Conservatives and liberals generally agree on what a “fair” state and local tax system looks like, but no state actually has such a system.
Top 10 Most Regressive Tax States
In the states whose tax systems most favor high earners, low-income families pay up to six times as high a share of their income as the wealthiest families, according to a report by the Institute on Taxation and Economic Policy.
Taxes & Inequality: Shiller’s Plan to Fix Tax Code
Yale economist Robert Shiller says he and a colleague have studied “inequality indexation” with the objective of showing how more complex systems of tax rates might work.
Advising International Clients; Looking Beyond Wirehouses: February Research—Slideshow
Serving internationally mobile clients has become a growth industry for financial advisors, as Contributing Editor Ellen Uzelac discusses in Research magazine's February cover story "Advising Across Borders." Another February article, “Fear of Flying,” tells the stories of brokers who left the wirehouse world in order to become registered investment...
Blair, Gross, Other Experts Weigh in on Euro Tumult and Anti-Wall Street Protests
Former British Prime Minister Tony Blair said the resolution of today’s global economic and financial challenges could get derailed by short-term political thinking, though he remains optimistic that leaders can address long-term issues. Blair spoke Nov. 2 to about 2,100 financial advisors and about 2,000 other guests as the keynote...
Chuck Schwab at Impact 2011: Bernanke ‘BS’; Obama’s Got to Go
The chairman says there must be a leadership change before the U.S. economy can expand.